Strategic Commercial Risk Client Advisor

The Baldwin Group; Boston (MA); On-site; USD 68,000 - 83,000; Full time

Job summary

The Baldwin Group is seeking a Client Relationship Manager (CRM) in the United States, focusing on commercial risk, renewals, and day-to-day service inquiries. You will ensure policy compliance, analyze coverage trends, and provide guidance on coverage to drive client satisfaction and retention.

Responsibilities include leading renewals, coordinating with carriers, and supporting cross-functional teams to maintain the Peace of Mind client experience.

Qualifications

• Broad knowledge of commercial insurance processes and renewal workflows.
• Ability to analyze coverage, exposures, and program design alternatives.
• Strong communication and client-facing presentation skills.
• Experience with agency management systems and digital workflow tools.

Responsibilities

• Build and maintain strong client relationships as the primary point of contact.
• Assess client needs and develop tailored coverage solutions.
• Lead the renewal process with analysis and benchmarking.
• Manage the client service calendar, onboarding and renewals.

Skills

Analytical skills

Problem-solving

Multi-project management

Client service

Communication

Cross-functional collaboration

Presentation skills

Education

Bachelor's degree in business/insurance/finance

Tools

Applied Epic

Microsoft Office

Excel

Job description

The Baldwin Group is seeking a Client Relationship Manager (CRM) in the United States, focusing on commercial risk, renewals, and day-to-day service inquiries. You will ensure policy compliance, analyze coverage trends, and provide guidance on coverage to drive client satisfaction and retention.

Responsibilities include leading renewals, coordinating with carriers, and supporting cross-functional teams to maintain the Peace of Mind client experience.